- HSBC (Buffalo, NY)
- …macroeconomics/microeconomics/local market developments, and of external regulatory framework relevant to wealth management + Strong client focuses and ability ... any other trait protected by applicable law. **Job Field:** Asset and Wealth Management **Primary Location:** North America-United States-New York-Buffalo **Req… more
- Trustco Bank (Albany, NY)
- …Manager is responsible for researching, reviewing, and processing all activities related to Wealth Management clients serving as investment advisor on ... or any other characteristic protected by law. **Job Title:** Wealth Management Manager II - Investments **Reports...when it is prudent to reallocate securities within a portfolio . + Prepares daily, weekly and monthly reports relative… more
- JPMorgan Chase (New York, NY)
- The Self-Directed Investing product organization within JP Morgan Wealth Management empowers clients to take control of their financial futures by providing a ... the highest standards of service, making it a key component of JP Morgan's holistic wealth management offerings. As a Product Manager on the Monitor team, you… more
- JPMorgan Chase (New York, NY)
- …communities. **Job summary:** As a Managing Director, Chief Credit Officer in the Asset and Wealth Management Credit Risk team, you will play a pivotal role in ... managing risk and supporting the JPM Wealth Management business. You will lead the...loan structuring, complex finance structures, negotiating, credit analysis, and portfolio management . + Advanced knowledge of the… more
- JPMorgan Chase (New York, NY)
- JPMorgan Asset Management (JPMAM) helps institutional and individual clients from all over the globe meet their financial goals by providing industry leading ... investment solutions. Our wide array of financial strategies -...array of financial strategies - equity, fixed income, cash management , currency, asset allocation, and alternative asset classes -… more
- Citigroup (New York, NY)
- …of products and services covering capital markets, managed investments, portfolio management , trust and estate planning, investment finance and banking. By ... spectrum. It has been created by combining the Wealth Management businesses across Citi Global Consumer...Management Director will be part of the Citi Wealth team within Investment Solutions. This role… more
- CIBC (New York, NY)
- …As a **Senior Client Service Associate** , you will support Private Wealth relationship management efforts by delivering exceptional service to clients. ... including money movements (checks, ACH, wires, journal transfers), execution of portfolio trade programs, quarterly tax payments, charitable gift requests, and… more
- Broadridge Financial Solutions (New York, NY)
- … processes. + System Implementation: + Lead the implementation and integration of investment management systems, including portfolio management , risk ... management systems. + Deep understanding of investment management processes, including portfolio ...that drive digital transformation for banks, broker-dealers, asset and wealth managers and public companies. At Broadridge, we are… more
- JPMorgan Chase (New York, NY)
- …Lead new product initiatives, requiring consensus building across product development, distribution management , and portfolio management . + Oversee the ... end-to-end client onboarding process, including negotiating investment management agreements, fee schedules, client reporting, and investment guidelines… more
- Wellington (New York, NY)
- **About Us** **Wellington Management ** offers comprehensive investment management capabilities that span nearly all segments of the global capital markets. ... this role include: + 3-5 years of relevant experience; wealth management experience is a strong plus...Management is one of the world's largest independent investment management firms. We serve as a… more